Recently, when a family member died suddenly, I saw financial chaos up close: his wife couldn’t access certain accounts, didn’t have login or banking information, and didn’t even know what credit cards or bills he had. The grieving widow could have been spared the hassle and added stress of finding and accessing her late husband’s … Read more
Recently, when a family member died suddenly, I saw financial chaos up close: his wife couldn’t access certain accounts, didn’t have login or banking information, and didn’t even know what credit cards or bills he had. The grieving widow could have been spared the hassle and added stress of finding and accessing her late husband’s … Read more
Question: My husband and I are trying to figure out if we need a financial advisor. He’s retired and I’ve been a stay-at-home spouse since 2005. His 401(k) is still with his employer, even though he’s retired. We don’t need it to meet our monthly obligations. We would like the 401(k) to grow. However, the … Read more
Getty Images/iStockphoto Question: My husband and I are trying to figure out if we need a financial advisor. He’s retired and I’ve been a stay-at-home spouse since 2005. His 401(k) is still with his employer, even though he’s retired. We don’t need it to meet our monthly obligations. We would like the 401(k) to grow. … Read more